Turn multi-step email requests into ClickUp checklists
Keep each part of a request visible on the task your team already uses.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create checklist
Creates a new checklist with a specified name within an existing task, which can be identified by its standard id or a custom task id (if `custom task ids` is true, `team id` is also required).
Why this helps
A long request can look handled while its smaller steps quietly fall through.
- Separate a multi-step request into visible checklist items.
- Keep the checklist with its related task.
- Reduce the need to reread long email threads.
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and ClickUp once in the Notis portal.
- 2Create an automation in Automations, then choose a name and report channel.
- 3Tell Notis to find the relevant existing ClickUp task and create a checklist from concrete steps in each new multi-step email.
- 4Pick the Agent Mail New Email Received trigger and choose where run reports go.
- 5Test with one real multi-step request and review the checklist.
Questions about this workflow
Does this create a task too?
This workflow creates a checklist on a relevant existing task. Ask Notis to identify the task in your instruction.
What if the email has no clear steps?
Instruct Notis to skip messages without distinct, actionable steps.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Clickup. A trigger fires from one place; an action lands in another.
Agent mail triggers
Clickup actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add dependency
Adds a 'waiting on' or 'blocking' dependency to a task, requiring either `depends on` (task becomes waiting on) or `dependency of` (task becomes blocking), but not both; `team id` is required if `custom task ids` is true.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add guest to folder
Adds a guest to a folder with specified permissions; requires a clickup enterprise plan.
New Email Received
Trigger for new emails in an AgentMail inbox
Add guest to list
Shares a clickup list with an existing guest user, granting them specified permissions; requires the workspace to be on the clickup enterprise plan.
Add guest to task
Assigns a guest to a task with specified permissions; requires clickup enterprise plan, and `team id` if `custom task ids` is true.
Add tags from time entries
Associates a list of specified tags with one or more time entries within a given team (workspace).
Add tag to task
Adds an existing tag to a specified task; team id is required if custom task ids is true.
Add task link
Links two existing and accessible clickup tasks, identified by `task id` (source) and `links to` (target).
Add task to list
Adds an existing task to an additional clickup list; the "tasks in multiple lists" clickapp must be enabled in the workspace for this.
Connect any two apps with Notis in the middle.
Agent mail and Clickup, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clickup.